Agency Tips

What CRMS Can Do For Your Agency

There are many Customer Relationship Managers out there. Here are some of the many options for your growing agency.



Good news your agency is thriving! These are the words any agency wants to hear. But along with the growth can come headaches. More customers means more chances for people to slip through the cracks, communication to not get to the right people, and more back end work. This is where CRMs make all the difference. 

CRMs or Customer Relationship Managers are tools used by businesses to get up-to-date information on their customers and track them through all sorts of variables. CRMs keep track of documents, organize leads, and automate and send emails to customers. CRM has been shown to boost 300% along with a 50% increase in productivity and a 27% increase in profit! 

Having a CRM for your agency may be a no-brainer, but with all of the choices out there, it can be hard to decide which is the best fit for your agency's needs. With that in mind, here are some of your options. 

1. AgencyZoom

Created by former insurance agents, AgencyZoom excels in its reporting tool and new lead pipelines. It has a great UI but no SMS and no service renewal workflows. Overall, the service is priced reasonably, and has good UI and UX. But it lacks some features that other services provide and has a steeper learning curve than others. 

Price: $79/month 
Pros: reporting dashboard, Lead pipelines, easy UX
Cons: No SMS texting, Steep learning curve, No Automation Campaign 



2. Hubspot

HubSpot is a major player in the CRM world, and it shows. The platform has a free option, but that is very limited. To take advantage of HubSpot's many features, you will have to jump up to the 50 dollars a month tier or up to 890 dollars if you want automated communications. HubSpot is a great tool for larger enterprises of 50 people or more. 

Price: $50-890/month
Pros: Landing pages, lower learning curve, in-depth automation
Cons: high price point, no distinct user roles 

3. Salesforce

Even if you don't know what a CRM is, there is a good chance you've heard of Salesforce. Built for larger companies, Salesforce is one of the most powerful tools on the market. You can create pretty much anything you want with it. However, automation is not automatically included and will need to be added, at a steeper cost. 

Price: $25/user per month 
Pros: Excellent adaptability, good customization, AI-enabled
Cons: Steep learning curve, expensive smaller agencies 


4. ActiveCampaign

ActiveCampign is a general-use CRM tool suited for small businesses with smaller customer bases. Great for those who want a general-use tool designed for simple features it is a great option. However, you are required to purchase credits if you want to use their SMS features. This can add up quickly if you send a lot of texts as part of your marketing. 

Price: $70/month with 500 contacts 
Pros: pipeline builder, custom campaigns, lead generation 
Cons: No document storage, no task manager, can be expensive


5. Agency Elephant

Agency Elephant has many of the features insurance agents would want from a CRM. From marketing assistance to calendar booking. It is still fairly limited, however, with few contacts and limited customer service. For someone looking for a basic CRM, it isn't bad. But with so many options Agency, they may not be everyone's first choice. 

Price: $249/month - limited to 10,000 credits and 10,000 contacts 
Pros: Voicemail, Text, and Email automation, customized contact manager
Cons: Limited contacts, limited online agency presence, and reviews 


CRMs are important for any business. And as such there are tons of options. So take your time, and if you don't like your fist pick, there's always another choice.

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